Overview
Reviewing Site Audit data in reports can be a wealth of information to ensure your customers are getting the highest quality service. Reviewing and identifying trends can be a launch pad for new opportunities!
While we do provide a specific Site Audits report in the Reports module, site audit data is available in a wide range of areas across Aspire. This article outlines three specific reports you can build in the Properties module and one report based on the standard Site Audits report.
Things to know
The “reports” below are simply lists you can build and save. For each list, we show you where to build the list, what to call the saved “report'“, and which filters, displays, sorting, and grouping you should use.
Read our article about building lists in Aspire to learn all about saving lists.
For guidance on using the filter, display, sort, and group functions in a list, read our article about organizing your lists.
When building a list from one that already has a lot of active filters, display columns, sorting, and grouping, use the Clear All button to start fresh and save time removing unneeded items one by one.
Properties to Audit report
Use the Properties module to find properties that haven’t received a site audit in a while. This is a great way to keep track of those properties and ensure regular audits for quality assurance.
Each time you review this report, update the SA Date filter to the oldest acceptable date since last audit.
Properties to Audit Report | |
|---|---|
Properties module | |
1. Active | Equals | YES | |
1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score | |
SA Date | Ascending | |
Account Owner Name |
Low Scoring Audits report
Use the Properties module to identify specific properties where the most recent site audit scored poorly. If you’ve used site audits as post-service scorecards, you can use this information to investigate poor or incomplete service and provide team training if necessary. If you’ve used site audits to identify opportunities to sell enhancements or services, this is your contact list for making those upsells!
Low Scoring Audits Report | |
|---|---|
Properties module | |
1. Active | Equals | YES 2. Status | In | Customer 3. SA Score | Custom - Less Than | [Lowest acceptable audit score] 4. SA Date | Last Week | |
1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score | |
SA Date | Ascending | |
Account Owner Name |
Site Audit Report Cards
The Properties module is also a very good place to build a report card, averaging the most recent site audit scores for each account owner at your company. This can also be helpful as a metric on each Account Owner’s home screen.
Note:
Create this report once and save it, then change the selected Account Owner Name filter to another account owner, and use the Save As feature in the three-dot menu to save the list as new with an updated name to match the selected Account Owner.
Site Audit Report Card - [Account Owner Name] | |
|---|---|
Properties module | |
1. Active | Equals | YES 2. Status | In | Customer 3. Account Owner Name | Equals | [Account Owner] | |
1. Property Name 2. Property Address Line 1 3. Property City 4. Property State/Province Name 5. Property Zip Code 6. SA Auditor 7. SA Date 8. SA Score | (Average at TOTAL) | |
SA Score | Descending | |
N/A |
Property Progress Report
The standard Site Audits Report is a good place to build a rolling progress report for your properties, so you can see whether audit scores are improving or worsening over a rolling time period.
Property Progress Report | |
|---|---|
Reports > Standard Reports > Site Audits | |
Site Audit Type | In | [Needed Audit Type] | |
1. Created By 2. Audit Date 3. Complete Date 4. Completed By 5. Account Owner 6. Score | |
Audit Date | Ascending | |
Property Name |
Site Audit Score Reference Guide
The Properties module lists above include the SA Score display column, which is based on what the auditor said about the site they visited. When building your lists, it's important to understand that certain scales will change into a value represented by a number.
To help you understand whether to call out an amazing score or investigate a poor score, you need to understand the minimum and maximum scores possible within your Site Audit Type. This can be determined by how many Site Audit categories are within your Site Audit type.
Example: You have an A-F scale for an Irrigation Site Audit with 5 Site Audit Categories that the site will be judged on. An F is worth 2 points while an A is worth 10 points. The lowest possible Site Audit score that can be given then is 10 (2 points X 5 categories), and the highest possible score is 50 (10 points X 5 categories).
Tip:
As a team, determine what counts as a great score or a bad score when building your lists. Anything over the great threshold should be cause for celebration! Anything below the bad threshold should be reviewed for possible improvement.
Below, we explore how the Site Audit Score, or SA Score, is calculated based on the different scale types you can select when setting up site audits.